Triggers

Triggers are the starting point for automations.  These  triggers the automation to run.  These triggers can stem from your Shopify store, or third party software.  

To configure a trigger, you will first need to select the trigger from the Start tab on the Mesa dashboard. 

There are many to choose from: 

Here are on the details on the available triggers:

Custom

Trigger an automation to run on a schedule.  This schedule can be set to hourly, daily, weekly, monthly, or on a crontab schedule.  

FTP

Download a file from a FTP server on a schedule.  You will need to create an FTP credential to use this input type.  

  • File: The file path and name to read and pass to the script. This field supports the following tokens:
    • *: Wildcard matches one or more characters
    • {date:RELATIVE_STRING}: This token can be used to enter a relative date from today. Full syntax details. For example, out-{date:m_d_Y}.csv will read or save the file out-03_14_2019.csv.
  • Select the credential for your desired FTP server.  You can find instructions on how to create credentials here

Gorgias

Trigger an automation when a ticket or customer is created in Gorgias.  You will need to connect your Gorgias account to Mesa by creating a credential (this required subdomain, username, and password):

Infinite Options

Trigger an automation when an order that contains Infinite Options is created. 

  • Infinite Options Field Name: specify what options you want to trigger this automation by inputting the Infinite Options field name.  If left blank, this automation will run whenever an order contains any Infinite Option.

Page Studio

Trigger an automation when a page is created or updated. 

Recharge

Trigger an action when:

  • Order is created, updated, activated, or deactivated
  • Address is created or updated
  • Subscription is created, updated, activated, or cancelled
  • Onetime product is created, updated, or deleted

Must create a recharge credential in order to use this trigger.  

Salesforce

Trigger an action when:

  • Account is created or updated
  • Contact is created or updated
  • Lead is created, updated, or converted
  • Opportunity is created or updated

Must create a Salesforce credential in order to use this trigger.  

Scheduler

Trigger an action to run at a specific time in the future.  

Shopify API

Run an action on a schedule to read any Shopify API. 

  • Select an API: The Shopify API method you would like to call. Typically, this will be a GET method.
  • Set up schedule:  (hourly, daily, weekly, monthly, or crontab)
  • Select a credential
  • Parameters: A string of query-string parameters. If the Shopify API selected requires parameters, these will be added to the URL that is called.  All other parameters will be appended to the URL as parameters.  There are some special parameters that can be used:
    • limit: The number of results that should be retrieved from the Shopify API.  If you set the limit to -1, we will page through all results from Shopify, retrieving up to 5000 results.
    • {date:STRING}: This token can be used to enter a relative date from today. Full syntax details. For example, these parameters could be used to retrieve results from the last month:created_at_min={date:-1 month}&created_at_max={date:now}

Shopify Flow Action

Trigger an action based on a Shopify Flow action.

Shopify Webhook

Trigger automation to run when an event occurs in Shopify. 

Tracktor

Trigger automation when order status or fulfillment status is updated.  Order statuses include "order created", "order ready (fulfillment created)", "in transit", "out for delivery", and "delivered".  Fulfillment statuses include "fulfillment created", "in transit", "out for delivery", and "delivered".  

Uploadery

Trigger an automation when an order is created that contains a product that has an uploadery file attached.  You may specify which Uploadery upload fields trigger this automation by inserting the desired field name into the "Uploadery Field Name" box shown below. 

Webhook

Trigger an automation based on a third party application's webhook.

Webhook Inputs make it possible for third party applications to trigger Mesa tasks.For example, a package tracking provider could trigger a Mesa Script when an order is delivered.

  • See list of standard fields.
  • Host: Automatically-generated callback URL to configure in a third party application.  The host is generated based on your key and includes your public API Key. Click the Copy link to copy the full hostname to your clipboard.